a1 a2 a3
Home About BrokerCRM Why BrokerCRM? Products Functionality Marketing Compliance
b1
Member Login
BrokerBRM Media
BrokerCRM Events
BrokerCRM News
BrokerCRM  Sales Enquiry
BrokerCRM  Customer Support
BrokerCRM  Call Back Service
BrokerCRM  Brochure
BrokerCRM Technical Requirements
BrokerCRM  Installation & Training
BrokerCRM  Team

 


See Events for Upcoming Workshops in 2010!


grnPoint  BrokerCRM Lite™ is our new .NET based software solution designed to meet the requirements of Wealth Management, Financial Services, Mortgages and House Insurance areas. We have worked with Insurers and Lenders to provide an integrated solution which enables advisors to view and manage clients business across a broad range of products.
  • Full support for the advised sale of all financial products (Investments, Pensions, Protection, Mortgages & House Insurance)
  • Support for multiple customer segments from the same solution driving business agility.
  • Pre-population of client data from external sources and internal sources - enabling enhanced customer relationship management (CRM) and on-going servicing.
  • On line "end to end processing" of cases providing superior service to customers and increased sales at a lower cost
  • Market-leading sales processes drawing from BrokerCRM™'s expertise in delivering Adviser-facing solutions
  • Web enabled capability to support mobile working and significantly reducing hardware costs
  • Client and process visibility designed to accommodate appropriate requirements for central, regional and individual access
  • Provide onsite costing and quotations for financial, mortgage and house insurance products.
More...>>>
Broker
lineBrake
grnPoint  BrokerCRM™ is a server based software solution designed for professionals in property, mortgage and financial services at retail level. BrokerCRM is unique in that it combines all business areas into one software solution providing a single view of the customer, their products and workflow requirements. More...>>>
Broker
lineBrake

In designing the software the developers and the business professionals with whom they worked devised many features enabling the end users to save on costs and improve marketing capabilities and operate in a compliant environment.

Independent agents in the mortgage and property areas face increasing competitive, regulatory and financial pressures. BrokerCRM provides a more effective way to handle the regulations and competition from other channels and exploits new and exciting income streams more efficiently.

Brokers and Agents using BrokerCRM™ technologies will be empowered to innovate and develop new ideas to differentiate their offering to customers.

Our belief and commitment is that continual investment in developing software will reap substantial rewards for our customers and the way they deliver their services.

Our objective for the future is that BrokerCRM™ remains the premium product and provides the leading software solution for business operating in all of the areas we serve.


Trusted e-comms

linkGry
BrokerCRM Ltd,
Rear 22/24 Abbey St
Ennis, Co. Clare, Ireland.
Tel: +00353 (65) 6849675
Fax: +00353 (65) 6849678
Email: Info@brokercrm.com
Registration No: 337835
 

rect